Senior Client Relationship Associate - Phoenix, AZ (onsite)

Job description

Job DetailsLevel: ExperiencedJob Location: Phoenix AZ - Phoenix, AZ 85016Position Type: Full TimeSalary Range: $60,500.00 - $90,000.00 SalaryTravel Percentage: NoneJob Shift: DayJob Category: Client ServiceEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Our Phoenix, Arizona office is hiring a Senior Client Relationship Associate. As a Senior Client Relationship Associate (CRA) you will partner with our wealth advisory, financial planning, and internal support teams to contribute to the satisfaction, retention, and growth of client relationships. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our core values: Integrity, Entrepreneurial, Excellence and Community. Duties and Responsibilities: Lead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash ma...